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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
626
Allred Capital Management
Texas
$445K -$52.7K -1,342 -10%
CAM
627
Columbia Asset Management
Michigan
$440K +$485K +12,343 New
CB
628
Community Bank
New York
$436K -$38.2K -972 -7%
BFIM
629
Beese Fulmer Investment Management
Ohio
$435K +$3.93K +100 +0.8%
BST
630
Bath Savings Trust
Maine
$433K -$14.5K -370 -3%
GT
631
Greenleaf Trust
Michigan
$433K +$54.2K +1,381 +13%
MM
632
Meridian Management
Arkansas
$429K – – –
GFS
633
GYL Financial Synergies
Connecticut
$427K -$77K -1,961 -14%
FG
634
Fiduciary Group
Georgia
$427K -$29K -739 -7%
FNFDCM
635
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$426K -$17.5K -445 -4%
RMC
636
Resources Management Corp
Connecticut
$424K -$74.8K -1,905 -14%
JWBC
637
J.W. Burns & Co
New York
$424K -$19K -483 -4%
VAS
638
Vestmark Advisory Solutions
Massachusetts
$424K +$15.5K +396 +3%
GIM
639
Groesbeck Investment Management
New Jersey
$422K -$49K -1,247 -10%
KTA
640
Keeley-Teton Advisors
Illinois
$422K – – –
FCH
641
Freestone Capital Holdings
Washington
$419K -$184K -4,682 -29%
IIA
642
ICW Investment Advisors
Arizona
$419K +$14.2K +361 +3%
MGIA
643
Moneta Group Investment Advisors
Missouri
$417K +$43.1K +1,099 +10%
PCS
644
Personal CFO Solutions
New Jersey
$416K +$1.53K +39 +0.3%
MFA
645
Mayflower Financial Advisors
Massachusetts
$416K +$61.6K +1,568 +16%
TMAM
646
Tokio Marine Asset Management
Japan
$414K +$76K +1,937 +20%
DT
647
Diversified Trust
Tennessee
$414K +$206K +5,246 +82%
BTW
648
Boston Trust Walden
Massachusetts
$412K +$1.18K +30 +0.3%
DCM
649
Donaldson Capital Management
Indiana
$409K -$1.96K -50 -0.4%
BCM
650
Bayesian Capital Management
New York
$407K +$87.3K +2,223 +24%
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